Creative Planning
TERN icon

Creative Planning’s Terns Pharmaceuticals TERN Stock Holding History

Creative Planning’s Portfolio TERN Stock Details TERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,858
Closed -$71.2K – 3680
2024
Q4 		$71.2K Sell
12,858
-12,452
-49% -$69K ﹤0.01% 3191
2024
Q3 		$211K Buy
25,310
+5,409
+27% +$45.1K ﹤0.01% 2791
2024
Q2 		$136K Buy
+19,901
New +$136K ﹤0.01% 2764